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Finance
AWS Boosts Amazon’s Q2 2022 Results
August 7, 2022 • Marcia Kaplan
Amazon reported mixed results for Q2 2022. Product sales fell, but revenue from Amazon Web Services and subscriptions grew (a lot). We dive into the details.
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Finance
The Details of Shopify’s Massive Q2 2022 Loss
July 31, 2022 • Marcia Kaplan
Having posted a massive $1.2 billion loss in Q2 2022, Shopify effectively reset its financial outlook. Longtime contributor and analyst Marcia Kaplan looks at the details.
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Amazon & Marketplaces
Prime Day 2022 Recap: Sales, Categories, More
July 18, 2022 • Marcia Kaplan
Amazon's Prime Day has evolved into an industry-wide event. Since 2017 we've published an annual analysis and recap. Our 2022 installment looks at U.S. growth, average order values, and more.
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Finance
For Global Unicorns, It’s Growth and Volatility
June 30, 2022 • Marcia Kaplan
The availability of private capital allows companies to delay going public. The result? More than 1,000 private companies worldwide are now valued in excess of $1 billion. But it's not always smooth sailing. We explain.
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Amazon & Marketplaces
Ecommerce Briefs: Google Marketplace; Walmart; Drones
June 19, 2022 • Marcia Kaplan
This installment of "Ecommerce Briefs," an occasional series, includes developments on Google ecommerce, Walmart fulfillment and infrastructure, and drone deliveries.
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Finance
9 Europe-based Ecommerce Unicorns
May 29, 2022 • Marcia Kaplan
Post-pandemic investments soar for many European startups. Here are nine notable ecommerce-related companies valued at more than $1 billion.
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Shipping & Fulfillment
Shopify Buys Logistics Company Deliverr
May 16, 2022 • Marcia Kaplan
Shopify's acquisition of fulfillment company Deliverr will help it compete with Amazon and will otherwise jumpstart stalled growth.
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Amazon & Marketplaces
Rivian Write-down Moves Amazon to Q1 2022 Net Loss
May 10, 2022 • Marcia Kaplan
Amazon posted a Q1 2022 net loss, its first since 2015. Contributor and financial guru Marcia Kaplan looks at the numbers.
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Finance
Secondary Markets Offer Pre-IPO Liquidity
May 2, 2022 • Marcia Kaplan
Many startups are refraining from going public amid market uncertainty, putting early-stage stakeholders wanting to cash out in a bind. Here are alternative ways to achieve liquidity.
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Finance
The SEC Reins in SPACs, Cryptocurrencies, More
April 15, 2022 • Marcia Kaplan
Massive investments in SPACs, cryptocurrencies, and private companies have caught the attention of the U.S. Securities and Exchange Commission.
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Finance
The SEC Asks Public Companies for Climate Info
April 4, 2022 • Marcia Kaplan
A company's climate risk is increasingly a concern of investors. Proposed regulations by the U.S. Securities and Exchange Commission would require environmental disclosures of publicly-traded firms.
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Business
Are Apparel Brands Achieving Sustainability?
March 22, 2022 • Marcia Kaplan
Apparel companies are among the most environmentally damaging worldwide. But many are making efforts to improve. We cite examples in this piece.
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Cross-border Selling
Indonesia, an Overlooked Ecommerce Market
March 6, 2022 • Marcia Kaplan
Indonesia has the fourth largest global population and a sizeable ecommerce economy. Yet Western merchants often overlook the opportunity to sell there.
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Business
Apparel Brands Face Environmental Scrutiny
February 20, 2022 • Marcia Kaplan
The global apparel industry is among the most environmentally damaging. Eighty percent of clothing fiber ends up in landfills. Consumers are taking notice.
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Shipping & Fulfillment
Returns Take a Toll on Online Retailers
January 31, 2022 • Marcia Kaplan
Many merchants that have softened return policies during the pandemic are starting to feel the financial pain. Some have pulled back entirely.
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Amazon & Marketplaces
Amazon, Walmart and the Epic Battle for Consumer Spending
January 14, 2022 • Marcia Kaplan
Amazon is adding brick-and-mortar locations. Walmart is beefing up its online tools. It's a massive battle of two retail titans. We compare their operations and strategies in the historic competition for consumer spending.
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Business
Ecommerce Briefs from Europe: Growth, Acquisitions, Amazon, Delivery
December 19, 2021 • Marcia Kaplan
"Ecommerce Briefs" is my occasional series on news and developments that impact online merchants. In this installment, I'll focus on happenings in Europe.
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Business
Sales Report: 2021 Thanksgiving Day, Black Friday, Cyber Monday
December 2, 2021 • Marcia Kaplan
Sales for the three big U.S. shopping days were flat or slightly lower from last year. It's not surprising since retailers encouraged consumers to shop earlier due to expected product shortages and shipping delays. Buyers heeded the suggestion.
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Cross-border Selling
2021 Singles Day: Record Sales for Subdued Event
November 16, 2021 • Marcia Kaplan
China's Singles Day, previously a celebration of unbridled spending, had a very different tone this year. Thanks to the Chinese government, consumerism is no longer in vogue. Nevertheless, both Alibaba — whose founder Jack Ma started the event — and JD.com, its closest competitor in revenue, racked up record sales.
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Business
Ecommerce Briefs: Walmart; Amazon Logistics; Holiday Shopping
October 28, 2021 • Marcia Kaplan
"Ecommerce Briefs" is my occasional series on news and developments that impact online merchants. In this installment, I'll focus on Walmart's ecommerce activity, Amazon's parcel delivery, and consumers' holiday shopping intentions.
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Finance
Latin America Fintech, Ecommerce Awash in Startup Funding
October 14, 2021 • Marcia Kaplan
During the pandemic, Latin America became a hot market for tech startups, with foreign venture capital flooding the region. Latin America now hosts 23 private "unicorn" companies — valued over $1 billion — according to Crunchbase. Overall, these companies have raised more than $15 billion. Roughly two-thirds of them are based in Brazil, but data indicates other countries are catching up.
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Inventory
Supply Chain Problems Upend the Global Economy
September 23, 2021 • Marcia Kaplan
Nothing highlighted the United States’ reliance on foreign manufactured goods more than the Covid-19 pandemic.
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Amazon & Marketplaces
Ecommerce Briefs: Amazon v. Walmart, Prime Members, E.U. Sellers
September 9, 2021 • Marcia Kaplan
“Ecommerce Briefs” is my occasional series on news and developments that impact online merchants. In this installment, I’ll focus on Amazon's omnichannel growth and Prime membership, as well as acquisitions of third-party Amazon sellers in Europe.
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Shipping & Fulfillment
Last-mile Delivery Attracts New Services, Providers
August 26, 2021 • Marcia Kaplan
With the holiday shopping season approaching, retailers and carriers are rolling out new delivery services. Smaller third-party providers are also entering the market, as last-mile delivery remains the most troublesome part of the package handling process.
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Cross-border Selling
Driven by Covid-19, India’s Ecommerce Surges
August 11, 2021 • Marcia Kaplan
Owing to its large population, India has always been an attractive ecommerce market, even if a relatively small percentage of its residents have access to the internet or adequate income. But ecommerce is now surging in India.
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Finance
Investment Robust in Retail, Ecommerce Technology
July 29, 2021 • Marcia Kaplan
The pandemic has posed obstacles for both brick-and-mortar and online merchants. Among the challenges are labor shortages, inventory problems, delivery conundrums, and the need for more personalization. New providers are addressing those needs, and venture capitalists and other investors are eager to fund them.
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Customer Retention
Online Shopping, Post Covid, Retains Consumers
July 14, 2021 • Marcia Kaplan
Covid-19 brought a huge increase in online shopping. Many consumers became online shoppers for the first time. It appears that they will continue to rely on ecommerce for a myriad of items. Second-quarter 2021 results demonstrate that online shopping is holding on to much of its gains.
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Amazon & Marketplaces
A Subdued Prime Day 2021 Despite Competitors
June 28, 2021 • Marcia Kaplan
Every year since 2017 I've written an analysis of Amazon's Prime Day. This year's review includes the online sales of certain competitors rather than Amazon alone. Amazon itself does not share complete Prime Day revenue figures.
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Amazon & Marketplaces
Amazon Ramps Up Its Own Delivery Service
June 10, 2021 • Marcia Kaplan
Amazon Logistics provides shipping services to third-party sellers regardless of the sales channel. The program, called Multi-channel Fulfillment, is available to merchants who use Fulfillment by Amazon.
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Business
Ecommerce Briefs: Amazon Sellers, Walmart.com Grocery, Click-and-collect
May 26, 2021 • Marcia Kaplan
“Ecommerce Briefs” is my occasional series on news and developments that impact online merchants. In this installment, I’ll report on Amazon's program allowing brands to promote new products, Walmart.com's focus on grocery sales, and the growth of U.S. click-and-collect sales.